How to create a new project

To create a new project, follow these steps:

  1. Select the New Project tab, or select the Create new project button from the 'My Projects' page.

    New project tab   New project button

  2. Complete the following project information (Note: some fields in the project creation process are mandatory. These fields are marked with red asterisks on the site and are listed in bold below; these must be completed before a project can be created):
    • Project Name
    • Reference - this reference will act as a quick identifier for your project.
    • Description
    • Location
    • Stage
    • Sector
    • Client
    • Contractor Details
    • Architect Details
    • Contract support number
    • Date order - use the date picker to select a valid date.
    • Estimate Value - In British Pound Sterling (£).
    • Project classification

  3. Select the Create new project button.

    Create new project button

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